Gene Lim Shoun-Jo
Field of study: B. Business Administration
Experience: 7th year
Field of experience: Personal Finance
The greatest reward is when one can strive to financially independent in life from all negative growing factors such as credit mechanics and liabilities. I was always exposed to constant financial ripples when I was growing up as a kid in the big city of KL which taught me a great life lesson on what is within and out of my control influences.
A lot of people do not realize that they have the opportunity to remain financially independent by doing the simple things correctly, timely and be fitting the purpose at hand. FinAIMS showed me that there is no one textbook method to take control over one's financials but instead many open-ended approaches that suits a person's long-term plans which I wish that I could bring this knowledge to my clients to help them reach their financial aims.
Gene is very helpful in proposing the best packages and funds. He is very knowledgeable. He explains and advises the pros and cons of each funds very clearly before I invest . Gene is very reachable and responsive whenever I have questions about my financial journey
Gene has been my advisor since 2017 and has been a great help with advising the best portfolios for me to invest in based on my current financial standings and expenses. I’m always updated on the my portfolio performances in real time and Gene would take the time to share any new investments that I can look into to. As someone without much knowledge in the finance world, Gene has been a tremendous help with guiding me in making the right financial decisions for my future.